CRD: 127719
Hardwick Capital Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2003
- Office Locations
- 3
Office Locations
About Hardwick Capital Management, LLC
Hardwick Capital Management, LLC is an independent RIA providing cost-effective, commission-free portfolio management and financial planning, with a focus on retirement and brokerage accounts (IRAs and 401(k) rollovers). Portfolios emphasize ETFs and asset allocation. The firm serves clients from offices in Indiana and South Carolina and supports custody access through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM BRIAN HARDWICK
Chief Compliance Officer, Chief Executive Officer, Insurance Agent, Managing Member, President, Secretary, TREASURER
- CRD
- #2955712
- Ownership
- 75% or more
KENNETH WAYNE HARDWICK
CPA
- CRD
- #1828578
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
William Blair Hardwick
sales
- CRD
- #8112462
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,394,592 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,394,592 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $19,394,592
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $370,730,205 | 15.7% |
| Equity - Exchange | $602,141,416 | 25.5% |
| Public Funds | $280,999,327 | 11.9% |
| Corporate - Investment Grade | $141,680,333 | 6.0% |
| Derivatives | $531,301,249 | 22.5% |
| U.S. Government/Agency | $434,486,355 | 18.4% |
| Total | $2,361,338,885 | 100.0% |